村田製作所MLCC型番の廃止：2028-2029年の打ち切りがBOMに与える影響

村田製作所は9シリーズの一部MLCC型番をEOLとし、最終注文期限は2028年3月31日です。調達チームは今すぐ代替計画が必要です。

公開日 更新日 4 分で読了 ✓ AI対応 共有

TL;DR — 3つの文

  • Murata is discontinuing selected MLCC part numbers across nine series: GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA (S1).
  • Deadlines: customer review by December 31, 2027; last orders March 31, 2028; final shipments through March 31, 2029 (S1).
  • The change covers individual part numbers, not whole series, and is not a Murata exit from the MLCC market (S1).

引用元: key_takeaways （実フィールド、最大3件）。事実と分析は別々にラベル付けされています。

村田製作所MLCC型番の廃止：2028-2029年の打ち切りがBOMに与える影響Editorial cover for a component sourcing brief. Chip motif; headline "村田製作所MLCC型番の廃止：2028-2029年の打ち切りがBOMに与える影響". No reported key numbers on this brief, so no number strip is drawn. 1 cited source. Static cover (no animation).村田製作所MLCC型番の廃止：2028-2029年の打ち切りがBOMに与える影響XAIPART
Cover image generated from data already shown on this page: the category motif, the headline, and reported key numbers. No decorative illustration; no third-party image.

AIの回答から来ましたか — これが検証可能なオリジナルです

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影響を受ける部品

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Reported by Electronics Era on 2026-10-10. Summarized and analyzed by XAIPART Editorial.

What happened

Murata Manufacturing is preparing to discontinue selected MLCC part numbers across nine product series, according to a customer notification circulating in the electronics supply chain.S1 The affected series are GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA.S1

The change covers individual part numbers rather than the product series as a whole, and the source states it does not represent a withdrawal by Murata from the MLCC market; Murata continues to offer a broad portfolio including automotive, high-reliability and high-capacitance products.S1 Customers have until December 31, 2027 to complete the relevant review and confirmation. The reported last order date is March 31, 2028, followed by final shipments through March 31, 2029.S1

The notification fits a broader capacity-allocation picture. TrendForce reported in July that the book-to-bill ratios of Murata, Samsung Electro-Mechanics and Taiyo Yuden had reached 1.30, 1.31 and 1.25, respectively, by late June 2026, the highest since the pandemic period, and that the three companies' shipments hit a five-year monthly high in June while some capacity shifted toward MLCCs used in AI applications.S1

Key numbers
MetricReported valueSource
Affected Murata MLCC series9 (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA)S1
Customer review and confirmation deadlineDecember 31, 2027S1
Last order dateMarch 31, 2028S1
Final shipments throughMarch 31, 2029S1
Book-to-bill, Murata / Samsung Electro-Mechanics / Taiyo Yuden (late June 2026)1.30 / 1.31 / 1.25S1
Number of individual part numbers affectedNot disclosed

Background timeline

  1. - TrendForce reported book-to-bill ratios of 1.30 (Murata), 1.31 (Samsung Electro-Mechanics) and 1.25 (Taiyo Yuden), the highest for the three companies since the pandemic period; shipments from the three reached a five-year monthly high in June S1
  2. - TrendForce published the book-to-bill and shipment findings cited above S1
  3. - Deadline for customers to complete the relevant review and confirmation of the Murata change S1
  4. - Reported last order date for the affected part numbers S1
  5. - Final shipments through this date S1

XAIPART take

Technical impact

Replacement MLCCs must be checked against capacitance, tolerance, rated voltage, case size, dielectric, temperature characteristics, DC-bias performance and, where mechanical stress matters, termination construction.S1 Even a numerically identical capacitor from another vendor can behave differently under DC bias or board flex, so a drop-in swap is rarely guaranteed.

Market impact

The source describes general-purpose MLCC supply coming under pressure as capacity moves toward AI-server applications, so a qualified second source may not be easy to secure even where parts appear available.S1 Automotive and industrial users face supplier-change qualification cycles — reliability testing, engineering approval and customer qualification — that can stretch well beyond commercial product timelines.S1 The source did not disclose how many individual part numbers are affected, so BOM exposure must be confirmed against Murata's official notification.

Action

Screen every BOM against the nine listed series (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA) before the December 31, 2027 review deadline. For confirmed hits, place last-time-buy quantities ahead of the March 31, 2028 order cutoff and start second-source qualification in parallel, prioritizing long-lifecycle automotive and industrial lines where requalification is slowest.

XAIPART Forecast

XAIPART expects qualified alternate-source demand for mainstream GRM-family capacitance/voltage/size combinations to rise sharply, and lead times for selected general-purpose MLCC replacements to exceed 12 weeks for at least one major distributor within 6 months of the December 31, 2027 confirmation deadline (i.e., by 2028-06-30); if quoted lead times for mainstream GRM equivalents remain at or below 8 weeks at that date, this forecast is wrong. XAIPART analysis

Facts are as reported by the cited source. The design-in, sourcing and forward-looking statements above are XAIPART's analysis, not the source's claims. The customer notification is a single-source, circulating report: Murata's own announcement has not been independently verified, the count of affected part numbers is not disclosed, and the TrendForce figures are secondary market data.

Corrections: none at publication. This brief will be updated with a timestamp if the source corrects its report.

Dated developments, extracted from this page's timeline (curated milestones = hollow markers).
Timeline of dated developmentsDated entries: 2026-06-30 June 2026 - TrendForce reported bo…; 2026-07-01 2026 - TrendForce published the bo…; 2027-12-31 31, 2027 - Deadline for customers …; 2028-03-31 31, 2028 - Reported last order dat…; 2029-03-31 31, 2029 - Final shipments through….2026-06-30June 2026 - TrendForce reported bo…2026-07-012026 - TrendForce published the bo…2027-12-3131, 2027 - Deadline for customers …2028-03-3131, 2028 - Reported last order dat…2029-03-3131, 2029 - Final shipments through…

代替品とライフサイクル

登録済みの代替品 — カタログ範囲であり、市場ランキングではありません
部品関係ライフサイクル根拠
— 登録済みの代替品はありません データ不足 — 前身ラベルを表示するには match_type が必要です

「前身」および「代替」のラベルは、記録された一致タイプ、ライフサイクルステータス、またはソーステキストに基づく場合にのみ付与されます。一致が記録されていない場合、ラベルは表示されません。当社の掲載情報は市場の基準ではありません。

注視すべき点

反証可能な予測 — しきい値、期間、現在のステータス。反証された予測は表示されたままです。
主張しきい値著者:ステータス
XAIPART expects qualified alternate-source demand for mainstream GRM-family capacitance/voltage/size combinations to rise sharply, and lead times for selected general-purpose MLCC replacements to exceed 12 weeks for a... quoted lead times for mainstream GRM equivalents remain at or below 8 weeks at that date Pending

誤りだった予測は表示されたままマークされます。削除することはありません。

影響を受ける部品

カタログに一致するものはありません。 この記事は、現在XAIPARTに掲載されているどの部品にも該当しません。一致を推測することはなく、プレースホルダーのリストも表示しません。

次元別のコスト圧力

Source: FRED · Generated · reference output z and composite are algorithm outputs, not a fetch snapshot

Cost pressure by dimension — composite stateDiverging bars for three dimensions around a zero midpoint. Input Cost has no reading; Supply Demand z -1.4711, notable; Fx Energy z 0.2546, neutral. Composite index -9.1, band neutral.0Input costno readingSupply/demandz −1.4711 · notable46 dFX & energyz +0.2546 · neutral5 dcomposite −9.1 · neutral−100 · −40 · −15 · 0 · +15 · +40 · +100
Underlying values — copyable for verification.
DimensionFRED series IDUnitLagAs of
Input costPCOPPUSDM, PALUMUSDM, PNICKUSDMUSD/mt52 d
Supply/demandPCU334413334413, IPG3344Sindex(1982=100) / index(2017=100)46 d
FX & energyDEXCHUS, DCOILBRENTEU, DHHNGSPrate / USD/bbl / USD/MMBtu5 d

No free authoritative interface for: gold · silver · rare earth · polysilicon · lithium carbonate · market share — listed rather than approximated.

この記事の制作方法

プロセス証跡 — 取得、ソースの妥当性、モデル、ゲート
このブリーフの監査証跡
Source fetched Electronics Era · electronicsera.in · 4,138 chars
Source sanity (S1) ok — passed before any model call (no s1_ block recorded)
Model / prompt glm-5.3-flash · prompt Blog Agent - News Summary (v2.8-final) · 6,869 tokens · 34s · run completed
Gate verdict hold · 5/6 applicable checks passed · spec v2.9 · C10 ratio 0.047301 · C10 rounds 0
Time contract 5 <time datetime> values in this brief — 0 violations (+08:00 or date-only)

上記のすべての行はパイプラインによって生成されており、手作業で書かれたものではありません。

編集スコア

決定論的ゲートの結果 — 純粋なPHPで、判定にモデルは関与していません
ゲートスコアの内訳 6 件の該当チェックのうち、 5項目合格: 83 %. Hold items: C13 (falsifiable forecast), C15 (four views + no restating), C16 (forecast substance), C19 (factor consistency) — sent to human review. Gate spec: v2.9 (S0 + S1 + C1–C20) · Source affinity (C20): 0.9222. 該当するチェックに合格 5 / 6 = 83% · 判定: hold Hold items: C13 (falsifiable forecast), C15 (four views + no restating), C16 (forecast substance), C19 (factor consistency) — sent to human review Gate spec: v2.9 (S0 + S1 + C1–C20) · Source affinity (C20): 0.9222 公開の可否はゲートが決定します。独立監査スコアは助言にすぎません。

関連報道

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情報源

  1. Murata MLCC changes point to a shift in component supply — https://electronicsera.in/muratas-mlcc-changes-point-to-a-shift-in-component-supply · rss · 参照日

事実はS1/S2とマークされ、リンクされた出典まで追跡できます。ラベル付けされた箇所は 分析 はXAIPART独自の推論であり、報道された事実とは分けて維持されています。出典リンクは実際に参照され、次の指定は行いません: nofollow — 帰属表示は意図的なものです。